My wife and I needed professional advice about our finances, specifically related to if/when we…read morecould retire and had we saved sufficiently to live comfortably. Before we even got into the actual dollars, Pam spent a lot of time just getting to know us and finding out how each of us had dealt with money throughout our lives. She wanted to understand our experience so that she could give us advice that took our tolerance for risk and comfort with different ideas into account. She was VERY thorough in gathering all the information she needed, and continues to be very willing to answer the many questions that come up as we work through the process of making a financial plan for the future. The model she used to create a dashboard is very detailed and is giving us the information we need to make decisions. We could not be happier with the service she has provided and can happily recommend her!

My wife and I were looking for a second opinion on our financial plan a few months ago. Thankfully,…read morewe discovered Pam during our search. She is easy to work with, thoughtful, and very knowledgeable. Her initial approach is ideal and after hiring her to create our plan, we were pleased with her caring and detailed approached to gathering all the information needed to build our plan. She was able to walk my wife and I through our current and future goals ensuring our plan would meet our needs. We are so glad we got a second opinion, Pam was able to show us we were in a better financial position than we thought and was going to save us hundreds of thousands in taxes that we could use to improve the quality of our life style. The best part of the experience was when Pam was able to clearly show my wife that she could securely retire immediately. We had planned for her to retire this year, but she was anxious and unsure we were in a position for her to truly quit working. My wife has thoroughly enjoyed being retired this year focusing entirely on appreciating what life has to offer. Much appreciated Pam :)

Absolutely the best service. Since I found this accounting group filing taxes became a pleasant…read moreexperience. They are so knowledgeable and organized and have excellent knowledge of every type of situation. So we just went to our annual tax appointment and it was such a good experience and they did it very fast, on the spot. Simply genius, the best. High fives all around.

Super helpful and friendly, and got me the best return I've ever had - what a fantastic combo!read more

Thanks to Garrett's support, instead of constantly trying to put out financial fires, I'm now on…read moretrack to be debt free this year, have an emergency fund, and more consistently align my finances towards my fiancée's and my values and goals. For context, I first found Garrett while searching online for a finance coach, and I resonated with his optimism and supportive tone on his website. I proceeded to have an initial call with him, and just like the tone on his website, Garrett was warm and friendly. He was attentive, curious, and professional, and he showed up with structured programs combined with a willingness to adjust and be flexible for my specific circumstances. He clearly had the training, experience, and skills, and I got the sense he walked the talk, invested a lot in himself, and put in the work to live authentically. I was eager to work with Garrett, but I still had my hesitations. I was on track to go deeper and deeper into debt. Did it really make sense to hire a finance coach and add on another expense in my life? At the end of the day, I had to conclude that I needed additional support. I tried reading books, getting support from friends and family, and making changes on my own, and I wasn't getting the results I needed. It's as if I had tried to heal a broken bone on my own and then realized I really needed to hire a doctor. I had to admit that I couldn't do this with my current approaches, and Garrett had been able to help many others before me. After discussing with my fiancée, Jasjeet, we hired Garrett to support us as a couple. I'm so glad we made that decision. Garrett continued to show up consistently with the aforementioned qualities, and after only 7 sessions, I experienced the following results. - Alignment with Jasjeet on our priorities and financial plan which includes being debt free this year and having an emergency fund - New tools for successfully talking about and getting aligned about finances with Jasjeet - A shift towards feeling more empowered and steady in my relationship with money Of course, Jasjeet and I also needed to put in the work to show up to the sessions and do the work in-between sessions. So much credit for our success goes to my fiancée. As our coach, Garrett helped guide us with a listening ear, honest perspective, tools, and strategies. Thanks again, Garrett, and I'm looking forward to continuing our work together!

While I have not yet chosen to work with Garret, our initial call was fantastic. He was extremely…read morepersonable and walked me through what working with him would look like in a very transparent and non-salesy way (this is coming from someone in sales). Garret took the time to understand my situation and then outlined our his services may help. At the end of the call, rather than hard selling me, he told me it might be smart to try it on my own first and then come back if I was running into the same issues. I could not recommend him enough solely based on our intro call.

I'd been doing my taxes through Turbotax for years, and finally this year my taxes were too…read morecomplicated so I decided to go to a professional. I'm so glad I did. John is thorough, calm, and very detail oriented. He went through my previous tax returns and found deductions that I didn't even know that I missed. He sorted out my taxes without judgement or snark. He also gave me great advice on healthcare and my upcoming tax year. Just a great guy. I'm happy to have him as my new accountant.

John is amazing. I found him on a list for EA agents. Prior to this I was having my taxes…read morecompleted in NYC. John has found ways to save me much more on my taxes. He is very detail oriented and when you are there you don't feel like you are being rushed (the NYC firm was crammed and I didn't feel like they were actually listening to me). If you want a Tax adviser that actually cares about you and your finances than I suggest you go with John. Within changing my careers he has also provided me with insight on my taxes (it is not as straight forward as before). My husband has a small business and John also has provided a lot of sound advice for him as well. We just got married and he was helpful with joint filing too. Last thing... He is a really nice guy.

Stuart Stern is a true professional who is very knowledgeable about investing and planning for your…read morefinancial future. I highly recommend his firm for all of your investing. He treats you like family and is always a call away. He also referred me to true professionals who helped straighten out my will and take care of my taxes.

Stern Capital Managment really gives your investment portfolio the specialized and personalized…read morecare that it deserves. After spending several years investing my retirement fund with the "Brand Name" companies, I realized just how much justice they WEREN'T doing for my investments. Made the switch 18 months ago and have been happy ever since. They're very responsive and only a phone call or email away if you need anything....no hold music, automated voice prompts, or robotic customer service reps to deal with. If you want your money to go further AND to be treated well along the way, SCM is the way to go!

It has been a pleasure working with Winnie and her team. They are attentive, kind, and consistently…read moreprofessional. Winnie is especially prompt in her email responses. Winnie demonstrates a high level of organization, attention to detail, and thoroughness. Winnie and her team truly provide peace of mind. They turn what could be a complex and overwhelming process into something much more manageable and less intimidating. Thank you!

Wow where do I start? I have been a client for about 15 years now. With Hyton Accounting &…read moreConsulting. Their service is second to none. I have referred many people to this team. I know the service is fair and they move with integrity.

My fidelity representative gives me free retirement advice while taking my concerns and ideas into…read moreconsideration. I have improved how I invest and am much more knowledgeable about my investments. If you are looking for an advisor I can't say enough good things about Jason! Jason Saks Planning Consultant 609-716-8156 ext. 80343

Dropping by this Fidelity office in Lawrenceville, NJ, was convenient when I worked nearby at the…read moreQuakerbridge Executive Center, but even since moving to downtown Trenton and Bucks County with my legal practice I manage to stop in once in a while to find out what their representatives are advising for investment. The company has a big chunk of my directly placed funds, and I have always found that their recommendations and products are solid safe places to park assets. These days, I am mostly concerned with funding and maintaining a 529 Account to pay for college/graduate school for my engineering major son who is in his junior year, and at best only half way through his higher education. Of course, the overall state of the economy and more specifically the stock market are the key elements in all that, but I have been very pleased with the performance of the plan selected when he was young lad. Sometimes a semi conservative long view is the way to go when planning for life long goals like education, retirement and estate planning. I have used other investment companies over the years, but Fidelity is the one I have stuck with the longest for such choices. Having a nearby office to sit down and consult directly with a certified representative is an excellent way to go for the basics. Knowing other people I trust in the business for deeper analysis isn't bad either.